CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.99M
3
+$8.21M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.15M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$4.05M

Top Sells

1
+$9.44M
2
+$7.47M
3
+$6.95M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.04M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$3.09M

Sector Composition

1 Technology 5%
2 Consumer Discretionary 3.49%
3 Financials 2.88%
4 Industrials 2.69%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-21
1427
– –
-29
1428
$0 ﹤0.01%
3
1429
$0 ﹤0.01%
+180
1430
$0 ﹤0.01%
+1
1431
– –
-100
1432
$0 ﹤0.01%
3
1433
$0 ﹤0.01%
2
1434
$0 ﹤0.01%
+6
1435
– –
0
1436
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0
1437
– –
-24
1438
$0 ﹤0.01%
3
1439
$0 ﹤0.01%
4
1440
$0 ﹤0.01%
11
1441
– –
-235
1442
– –
-156
1443
– –
-500
1444
– –
-74,416
1445
– –
-83
1446
– –
-2,400
1447
– –
-324
1448
– –
-300
1449
– –
-7
1450
– –
-202
55 56 57
58
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